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First Trust Preferred Securities and Income ETF

436 hedge funds and large institutions have $3.98B invested in First Trust Preferred Securities and Income ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 177 increasing their positions, 148 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
Holders Change %
0%
% of All Funds
5.85%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
47
Increased
177
Reduced
148
Closed
39
Calls
Puts
$192K
Net Calls
-$192K
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
326
Wealthcare Advisory Partners
Pennsylvania
$240K
OHIS
327
Oak Harvest Investment Services
Texas
$237K -$16.9K -952 -7%
MWA
328
Merkkuri Wealth Advisors
New York
$237K -$27.9K -1,569 -11%
TL
329
Tradewinds LLC
North Carolina
$237K +$237K +13,298 New
TA
330
TFG Advisers
Michigan
$236K +$1.64K +92 +0.7%
EA
331
Everpar Advisors
Oklahoma
$233K +$5.14K +289 +2%
FHC
332
First Heartland Consultants
Missouri
$233K -$66.4K -3,730 -22%
KCFA
333
Key Client Fiduciary Advisors
New Jersey
$229K +$36.2K +2,031 +19%
DC
334
DeDora Capital
California
$227K -$24.6K -1,381 -10%
AssetMark Inc
335
AssetMark Inc
California
$223K -$3.07M -172,267 -93%
KFGK
336
Keystone Financial Group (Kentucky)
Kentucky
$215K +$6.46K +363 +3%
AAMA
337
Advanced Asset Management Advisors
Ohio
$214K
NP
338
Nilsine Partners
Colorado
$213K -$44.5K -2,500 -17%
BWP
339
Balboa Wealth Partners
Arizona
$213K +$213K +11,966 New
CS
340
Capital Square
Tennessee
$211K +$211K +11,817 New
SFC
341
Strategic Financial Concepts
Texas
$211K -$1.5M -84,342 -88%
CAM
342
Cozad Asset Management
Illinois
$210K +$15.6K +874 +8%
NPFS
343
Novak & Powell Financial Services
Florida
$209K
HA
344
HFG Advisors
Ohio
$208K
MWPCG
345
Measured Wealth Private Client Group
New Hampshire
$206K -$24K -1,347 -10%
GFA
346
Gallagher Fiduciary Advisors
Illinois
$205K +$194K +3,473,262 +1,720%
IA
347
Integrity Alliance
Iowa
$201K -$4.68K -263 -2%
SIM
348
Seaview Investment Managers
Florida
$199K +$199K +11,178 New
PWM
349
Partners Wealth Management
California
$199K
WIA
350
World Investment Advisors
California
$198K +$481 +27 +0.2%